See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,372 | $85,790-20.3% | $67,313+1.6% | $135,375-49.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -7.99% | -0.54%-7.4pp | -4.08%-3.9pp | 519.73%-527.7pp |
| Employer contribution / active EE | $1,338 | $3,487-61.6% | $2,566-47.8% | $4,779-72.0% |
| Participant deferral / active EE | $4,600 | $4,651-1.1% | $3,568+28.9% | $5,609-18.0% |
| Admin fee / account holder | $0 | $6,392-100.0% | $4,507-100.0% | $10,827-100.0% |